Posted by member41 > 2014-12-29 18:55 | Report Abuse

Nice 5.1c div... keeps rising every year. Yield 6+% as of today.

Posted by Alex Lim > 2014-12-29 21:31 | Report Abuse

ex-date: 28.01.15

Posted by CFTrader > 2014-12-29 23:14 | Report Abuse

so good, payment date : 16/02/15 , give us dividend prior CNY =P

Posted by lching > 2014-12-29 23:48 | Report Abuse

good dividend

Posted by gungho92 > 2014-12-30 10:46 | Report Abuse

Ang pao lai~

Posted by YiStock > 2014-12-30 12:52 | Report Abuse

PARAMETERS 08/31/10 08/31/11 08/31/12 08/31/13 08/31/14

1.DUPONT's ROE (%) 35.03% 17.04% 21.77% 20.56% 24.08% - PASS

2.Return of Asset (%) 27.53% 13.37% 18.34% 17.28% 20.94% -PASS

3.Return of Invested Capital (ROIC) (%) 45.95% 18.19% 28.89% 30.08% 44.60% - PASS

4.Earning Yield (Magic Formula) (%) 25.79% 19.05% 37.21% 32.43% 22.04%- PASS

5.PE Ratio using Magic Formula 3.88 5.25 2.69 3.08 4.54- PASS

6.Current Ratio 4.38 3.69 5.95 5.85 7.57- PASS

7.Asset Turn Over 1.5096 1.1540 1.1855 1.1571 1.1568- PASS

8.Debt To Equity Ratio 0.27 0.27 0.19 0.19 0.15- PASS

9.Receivable Turn Ratio (days) 25 32 27 29 28- PASS

10.Inventories Turn Over (times per year) 3.42 2.41 2.36 2.80 3.20- PASS

11.Free Cash Flow (FCF) 14,832,786 -3,693,427 18,925,351 17,664,681- PASS
27,871,461

12.Cash return on Invested Capital (CROIC): 33.99% -6.07% 32.64% 29.62% 51.15%- PASS

13.Free Cash Flow (FCF) to Revenue: 13.49% -4.11% 18.33% 15.65% 21.92%- PASS

14.Free Cash Flow (FCF) to short term debt: 1.46 -0.30 2.03 1.48 2.56- PASS

15.Dividend Payout Ratio 49.18% 41.67% 40.82% 49.60% 50.40% - GOOD

16.Revenue Per $ Capex 56.32 11.10 90.10 114.93 72.02 - GOOD

17.Net Income Per $ CAPEX 10.27 1.37 14.62 18.26 13.76- GOOD

18.Graham Net Nets Current Asset Value (NCAV) 0.1496 0.1399 0.2057 0.2663
0.3370

19.Graham Net Nets Working Capital (NNWC) 0.0947 0.0644 0.1342 0.1902 0.2673

20.Retained Earning contribute to Total Equity (%) 25.25% 35.22% 42.61% 47.45% 51.66%- GOOD

21.Share Capital Contribute To Total Equity (%) 75.15% 66.19% 51.99% 45.84%
39.63% - GOOD

22.P.P.E. To Total Asset : 38.85% 44.11% 38.66% 32.30% 28.48%- GOOd

23.Current Asset to Total Asset 61.15% 55.32% 60.82% 67.24% 71.11% - GOOD

24.CAGR of EPS (%) 17.00%
EPS (sen) 10.37 5.40 7.35 7.56 10.12

25. CAGR of Dividend (%) 22.70%
DIvidend (RM) 0.051 0.0225 0.03 0.0375 0.051

26. CAGR of Revenue (%) 9.08%
Revenue (RM) 109,969,268 89,826,627 103,245,987 112,905,253 127,175,745

27. CAGR of Net Profit (%) 21.72%
NOPAT (RM) 20,054,894 11,071,554 16,749,628 17,940,910 24,303,054

28. CAGR of Fixed Asset (%) 2.47%
Fixed Asset (P,P,E) 28,299,682 36,533,776 35,315,119 33,525,918 33,059,482

29. CAGR of Current Asset (%) 13.13%
Current Asset 44,545,334 45,818,670 55,555,147 69,794,794 82,540,291

30. CAGR of Receiveable (%) 5.38%
Trade Receivable 7,438,261 8,471,578 7,078,371 11,029,828 8,507,602

31. CAGR of Inventories (%) 3.97%
Inventories 17,512,528 25,332,906 22,951,687 23,211,110 21,271,719

32.CAGR of Total Liabilty (%) -0.60%
Total Liability 15,601,183 17,843,222 14,411,414 16,540,950 15,136,957

33.CAGR of Current Liability / Payable (%) 1.41%
Current Liability/ Payable 10,161,121 12,422,967 9,335,305 11,923,810 10,898,549

34.CAGR of Non-Current Liability / Borrowing (%) -4.87%
Non-Current Liability/ Borrowing 5,440,062 5,420,255 5,076,109 4,617,140 4,238,408

35.CAGR of Asset (%) 9.77%
Total Asset 72,845,016 82,830,952 91,348,772 103,799,218 116,078,279

36.CAGR of Total Equity (%) 12.01%
Total Equity 57,243,833 64,987,730 76,937,358 87,258,268 100,941,322

Posted by CFTrader > 2014-12-30 22:38 | Report Abuse

You did a very good analysis, YiStock .

Posted by Alex Lim > 2014-12-31 10:43 | Report Abuse

watch out.

Posted by YiStock > 2015-01-02 09:37 | Report Abuse

5.PE Ratio using Magic's Formula 3.88 5.25 2.69 3.08 4.54

Scenario 1:
at 8 x FY 2014's earning, the share price POSSIBLY trade at RM 1.245

Posted by YiStock > 2015-01-02 10:11 | Report Abuse

Scenario 2:
Market Value (Share Price) Generation per $ EPS Retained -1.08 -0.74 -0.16 0.80

@ RM 1.00 market value change vs RM 1.00 earning,

FY2014's earning, share price possibly traded at RM 0.90.

Posted by winwin > 2015-01-02 10:12 | Report Abuse

suddenly all gd news coming out..lol

Posted by bonaventure > 2015-01-02 10:32 | Report Abuse

It could be ColdEye effect. He is in the top 30 largest shareholders list.

Posted by member41 > 2015-01-02 12:10 | Report Abuse

Another shot at $1.. keep it up. Last round few months back hit 96.5.

Posted by CFTrader > 2015-01-02 15:13 | Report Abuse

Oh mai god, look at that butt =D

Posted by member41 > 2015-01-02 15:33 | Report Abuse

91.5 go go go

Posted by gungho92 > 2015-01-02 16:02 | Report Abuse

Pls dont... i still want buy lower....

Posted by CFTrader > 2015-01-02 19:50 | Report Abuse

that time 80-84 you don't want buy, now asking for lower ? lolx

Posted by yogurt > 2015-01-05 09:23 | Report Abuse

go go go

Posted by gungho92 > 2015-01-05 10:19 | Report Abuse

Down !

Posted by Alex Lim > 2015-01-05 13:10 | Report Abuse

many people will profit taking today after few days up

Posted by SS661M > 2015-01-05 15:03 | Report Abuse

This share always kena road block at 9x sen.

Posted by Андрей Андроников > 2015-01-05 15:27 | Report Abuse

point of entry 0.95

Posted by CFTrader > 2015-01-05 16:45 | Report Abuse

once it clear 96.5 , they can build their 2nd story for 2015 journey...

Posted by Alex Lim > 2015-01-05 19:23 | Report Abuse

Last min momentum

Posted by lching > 2015-01-05 22:53 | Report Abuse

will it breaks 96.5 cent in the coming days?

Posted by gungho92 > 2015-01-06 10:08 | Report Abuse

Good. Market down today. Run ahhh!!

Posted by newbiehere > 2015-01-06 10:19 | Report Abuse

tomorrow 80c i will sapu.

Posted by Jason Lim > 2015-01-06 10:26 | Report Abuse

In the short term it will not go below 90 sen.

Posted by DoreenCheeLing > 2015-01-06 10:33 | Report Abuse

yea. good news alr out. earnings and revenue also up for FY14. 0.80 is historical price. unless economic crisis come.

Posted by CFTrader > 2015-01-06 12:33 | Report Abuse

so many people bearish try to wait on 80c ?
Later if, let's say if trading at 80c , they will say wait at 70c.

Or later the sentiment become optimistic a bit and it breaks through RM 1 resistant,they will saying they wait at 90c.

Posted by gungho92 > 2015-01-06 15:38 | Report Abuse

This company worth at least 1.10

Posted by CFTrader > 2015-01-07 11:45 | Report Abuse

Ladies and gentleman, it is now trading at new high 0.975, it will quote in Ringgit soon =D
Have a nice day.

Posted by DoreenCheeLing > 2015-01-07 12:05 | Report Abuse

hidden gem... now that people are starting to discover it.

Posted by CFTrader > 2015-01-07 12:21 | Report Abuse

siap, Rm 1.00/1.01 , congratulations. those who are waiting at 80c, you can buy in terms of ringgit now.

Posted by member41 > 2015-01-07 12:34 | Report Abuse

Home run homeritz 1.01... gogogo

Posted by ckwong86 > 2015-01-07 13:06 | Report Abuse

wow. still can enter?

Posted by bgoon99 > 2015-01-07 13:26 | Report Abuse

anyone is frying this counter? their performance ratios, p&l, balance sheet, cashflow are impeccable....i want to jump in but...could it be too good to be truth?

Posted by DoreenCheeLing > 2015-01-07 14:49 | Report Abuse

P/E less than 10. amazing

Posted by ckwong86 > 2015-01-07 15:12 | Report Abuse

Doreen, whats the average industry PE ?

Posted by gungho92 > 2015-01-07 17:21 | Report Abuse

The next latitude and liihen.

Posted by Alex Lim > 2015-01-07 19:23 | Report Abuse

Alex Lim my cost price is RM0.819 bought on 24 Dec 14. 8 trading day...paper gain 24.5%..:-)

Posted by Icon8888 > 2015-01-07 19:24 | Report Abuse

Alex Lim making good money huh ? Happy for you

: )

Posted by Alex Lim > 2015-01-07 19:48 | Report Abuse

Icon8888, thanks.. For Homeritz, I read the analysis from this forum and meeting my stock pick criteria (Safe and stable with high dividend). So go for it.

How about you? Now market very soft....hard to make hugh money.

Posted by GGmalaysia > 2015-01-07 22:45 | Report Abuse

good thing comes to those who wait. next will be hevea. happy investing guys

Posted by CFTrader > 2015-01-08 02:05 | Report Abuse

If I am not mistaken, HEVEA has USD denominated loan right ? I am not quite sure ... and lazy to check it out ... lol

Posted by Angel_Investor > 2015-01-08 03:45 | Report Abuse

Next superstar shall be Hevea!

Posted by Kino Kow > 2015-01-08 11:59 | Report Abuse

Tp?

Posted by leeweiling > 2015-01-08 16:14 | Report Abuse

drop below 1? going down?

Posted by saltedfish > 2015-01-08 16:15 | Report Abuse

Lari lah dah naik 3 hari

Posted by Aaloon > 2015-01-08 16:40 | Report Abuse

someone throwing share start 3pm onward, put the price down